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1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 05/2015 | 12/2016 |
| Shoemaker Financial | Brentwood | TN | 05/2015 | 12/2016 |
| Unemployed | Franklin | TN | 01/2017 | 08/2018 |
| Lpl Financial, Llc | Franklin | TN | 08/2018 | 03/2019 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2019 | 12/2024 |
| Cetera Investment Advisers Llc | Franklin | TN | 06/2019 | 06/2019 |
| Cetera Investment Advisers Llc | Franklin | TN | 11/2024 | 12/2024 |
| Horse Cove Partners, Llc | Atlanta | GA | 01/2025 | Present |
| Financial Identity Advisors, Inc. | Franklin | TN | 05/2019 | Present |
| Wealth Management Group | Franklin | TN | 07/2018 | 03/2019 |
| Shoemaker Financial | Brentwood | TN | 05/2015 | 06/2018 |
FINANCIAL IDENTITY ADVISORS, INC.; investment related; 510 Bancroft Way, Franklin TN 37064; Admin assistant for an investment advisor; admin assistant; admin assistant; 05/2019; part-time 20 hours per week; part-time 20 hours per week; appointment setting and admin client servicing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-20 |
| S66 | Uniform Combined State Law Examination | 2006-11-17 |
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